Belin McCormick
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Steven E. Zumbach

Steve Zumbach specializes in corporate transactions focusing on mergers, acquisitions and financing for closely held companies. He also practices in the area of estate planning with a primary emphasis on coordinating the estate plan with planning for the closely held business.  As part of this estate planning practice, he has extensive experience advising nonprofit organizations with their charitable giving.

Mr. Zumbach is a Certified Public Accountant and holds a Ph.D. in Economics with emphasis on finance. Based on his background in law, economics and accounting, he brings an interdisciplinary approach to the corporate transactional practice and estate planning practice.

Mr. Zumbach was an Adjunct Professor at Drake University Law School, is a member of the American College of Trust and Estate Counsel, is a tax author and advisor for the Bureau of National Affairs Tax Management and is a frequent speaker and writer on the matters related to corporate and tax law.

 

Publications and Presentations

BNA Portfolio 833, Special Use Valuation, "Divorce, Corporate Style," The Practical Accountant (2012)
 

Honors and Accomplishments

Inducted: Iowa Business Hall of Fame

A. Arthur Davis Distinguished Leadership Award (2011)

Iowa Certified Public Accountants Public Service Award (2009)

Volunteer Fund Raiser of the Year (2009)

The World Food Prize Iowa Founders Award (2006)

Governor's Award for Outstanding Service as an Iowan

Recognized 150 Iowans Who Made a Difference

Excellence in Economic Development Award awarded by the American Economic Development Council (1993)

 

Community & Professional Activities

Professional:

Chambers USA - Corporate M&A - Star Individual

Best Lawyers' Des Moines Estates and Trusts Lawyer of the Year

Best Lawyers' Des Moines Mergers and Acquisitions Lawyer of the Year

The Best Lawyers in America® listed for

  • Corporate Law
  • Mergers & Acquisitions Law
  • Trusts and Estates
  • Non-Profit/Charities Law

Super Lawyers - Mergers & Acquisitions - Super Lawyer designation for Iowa

  • Corporate Law
  • Mergers & Acquisitions Law
  • Trusts and Estates
  • Non-Profit/Charities Law

Worth Magazine Top 100 Lawyers

The American College Trust and Estate Counsel (Fellow)

Advisory Board: Bureau of National Affairs Tax Management

Iowa Society of Certified Public Accountants (Member)

Des Moines Estate Planning Council (President, 1990)

Community:

Greater Des Moines Partnership Executive Committee

Capital Corridor Co-Chair

United Way Campaign Chair (2010)

Bravo Chair (2005)

Miles Funds, Inc. (Chairman of the Board)

Greater Des Moines Partnership (Chair, 2003)

Greater Des Moines Committee (Chair, 2000)

Greater Des Moines Chamber of Commerce Federation (Chair, 1993)

Iowa State University Partnership for Prominence Capital Campaign (Deputy National Chair, 1993)

Iowa State University Alumni Association (President, 1986-1987)

Iowa State Board of Regents (Member, 1973-1977)

National Planning Board for the White House Conference on Aging (Member, 1970-1972)

Direct 515-283-4625
Office 515-243-7100
Fax 515-558-0625
 
Address 666 Walnut Street
Suite 2000
Des Moines, IA
50309
 
Asst. Deb Foley
Phone 515-283-4661
 
 
EDUCATION

Legal: University of Iowa, J.D., 1975 (Order of the Coif)
Graduate: Iowa State University, Ph.D. in Economics, 1980
Undergraduate: Iowa State University, B.S. 1973; C.P.A.

 
PRACTICE AREAS
Corporate and Commercial: Mergers and Acquisitions
Taxation, Trusts and Estates: Nonprofit Organizations and Charitable Giving, Trusts and Estates
 
ADMITTED TO PRACTICE
States:
  • Iowa
Federal Courts:
  • U.S. District Court, Northern District of Iowa
  • U.S. District Court, Southern District of Iowa
  • U.S. Tax Court
  • U.S. Court of Appeals, Eighth Circuit
  • U.S. Supreme Court
 
© 2013 Belin McCormick, P.C. All rights reserved.